Lazard US Small Cap Equity Select PortfolioRLSMX

MUTUAL FUNDLazard
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$32.5M
Expense ratio
0.90%
1-year return
+14.0%
3 years, a year
+7.4%
5 years, a year
+2.3%
Holdings
72

What it aims to do.

The Portfolio seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AEIS Advanced Energy Industries Inc2.68%
TCBI Texas Capital Bancshares Inc2.27%
WTFC Wintrust Financial Corp2.24%
TTC Toro Co/The2.11%
FAF First American Financial Corp2.08%
RBC Regal Rexnord Corp1.98%
LSTR Landstar System Inc1.95%
MIDD Middleby Corp/The1.92%
ROKU Roku Inc1.92%
FWRG First Watch Restaurant Group Inc1.91%

More on RLSMX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.